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QUALITY MANAGEMENT ASSOCIATES HEALTH AND WELFARE BENEFIT PLAN 401k Plan overview

Plan NameQUALITY MANAGEMENT ASSOCIATES HEALTH AND WELFARE BENEFIT PLAN
Plan identification number 501

QUALITY MANAGEMENT ASSOCIATES HEALTH AND WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Death benefits (include travel accident but not life insurance)
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

QUALITY MANAGEMENT ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:QUALITY MANAGEMENT ASSOCIATES, INC.
Employer identification number (EIN):232714911
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about QUALITY MANAGEMENT ASSOCIATES, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1992-09-18
Company Identification Number: C1838885
Legal Registered Office Address: 2344 Briarwood Place

Escondido
United States of America (USA)
92026

More information about QUALITY MANAGEMENT ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan QUALITY MANAGEMENT ASSOCIATES HEALTH AND WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012016-07-01
5012016-06-15JAMES BLAIR
5012015-06-15JAMES BLAIR
5012014-06-15JAMES BLAIR
5012013-06-15JAMES BLAIR

Plan Statistics for QUALITY MANAGEMENT ASSOCIATES HEALTH AND WELFARE BENEFIT PLAN

401k plan membership statisitcs for QUALITY MANAGEMENT ASSOCIATES HEALTH AND WELFARE BENEFIT PLAN

Measure Date Value
2016: QUALITY MANAGEMENT ASSOCIATES HEALTH AND WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01101
Total number of active participants reported on line 7a of the Form 55002016-07-01161
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01161
Total participants, beginning-of-year2016-06-15132
Total number of active participants reported on line 7a of the Form 55002016-06-15101
Number of retired or separated participants receiving benefits2016-06-150
Number of other retired or separated participants entitled to future benefits2016-06-150
Total of all active and inactive participants2016-06-15101
2015: QUALITY MANAGEMENT ASSOCIATES HEALTH AND WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-15184
Total number of active participants reported on line 7a of the Form 55002015-06-15132
Number of retired or separated participants receiving benefits2015-06-150
Number of other retired or separated participants entitled to future benefits2015-06-150
Total of all active and inactive participants2015-06-15132
2014: QUALITY MANAGEMENT ASSOCIATES HEALTH AND WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-15100
Total number of active participants reported on line 7a of the Form 55002014-06-15184
Number of retired or separated participants receiving benefits2014-06-150
Number of other retired or separated participants entitled to future benefits2014-06-150
Total of all active and inactive participants2014-06-15184
2013: QUALITY MANAGEMENT ASSOCIATES HEALTH AND WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-15117
Total number of active participants reported on line 7a of the Form 55002013-06-1589
Number of retired or separated participants receiving benefits2013-06-150
Number of other retired or separated participants entitled to future benefits2013-06-150
Total of all active and inactive participants2013-06-1589

Form 5500 Responses for QUALITY MANAGEMENT ASSOCIATES HEALTH AND WELFARE BENEFIT PLAN

2016: QUALITY MANAGEMENT ASSOCIATES HEALTH AND WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-06-15Type of plan entitySingle employer plan
2016-06-15Submission has been amendedNo
2016-06-15This submission is the final filingNo
2016-06-15This return/report is a short plan year return/report (less than 12 months)Yes
2016-06-15Plan is a collectively bargained planNo
2016-06-15Plan funding arrangement – InsuranceYes
2016-06-15Plan benefit arrangement – InsuranceYes
2015: QUALITY MANAGEMENT ASSOCIATES HEALTH AND WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-06-15Type of plan entitySingle employer plan
2015-06-15Submission has been amendedNo
2015-06-15This submission is the final filingNo
2015-06-15This return/report is a short plan year return/report (less than 12 months)No
2015-06-15Plan is a collectively bargained planNo
2015-06-15Plan funding arrangement – InsuranceYes
2015-06-15Plan benefit arrangement – InsuranceYes
2014: QUALITY MANAGEMENT ASSOCIATES HEALTH AND WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-06-15Type of plan entitySingle employer plan
2014-06-15Submission has been amendedNo
2014-06-15This submission is the final filingNo
2014-06-15This return/report is a short plan year return/report (less than 12 months)No
2014-06-15Plan is a collectively bargained planNo
2014-06-15Plan funding arrangement – InsuranceYes
2014-06-15Plan benefit arrangement – InsuranceYes
2013: QUALITY MANAGEMENT ASSOCIATES HEALTH AND WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-06-15Type of plan entitySingle employer plan
2013-06-15First time form 5500 has been submittedYes
2013-06-15Submission has been amendedNo
2013-06-15This submission is the final filingNo
2013-06-15This return/report is a short plan year return/report (less than 12 months)No
2013-06-15Plan is a collectively bargained planNo
2013-06-15Plan funding arrangement – InsuranceYes
2013-06-15Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number225492
Policy instance 1
Insurance contract or identification number225492
Number of Individuals Covered101
Insurance policy start date2016-06-15
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number1191773
Policy instance 2
Insurance contract or identification number1191773
Number of Individuals Covered179
Insurance policy start date2016-06-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $9,831
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,831
Insurance broker organization code?3
Insurance broker nameBOLLINGER INC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number225492
Policy instance 1
Insurance contract or identification number225492
Number of Individuals Covered132
Insurance policy start date2015-06-15
Insurance policy end date2016-06-14
Total amount of commissions paid to insurance brokerUSD $282
Total amount of fees paid to insurance companyUSD $35
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,820
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $282
Insurance broker organization code?3
Amount paid for insurance broker fees35
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number1191773
Policy instance 2
Insurance contract or identification number1191773
Number of Individuals Covered189
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $52,406
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,406
Insurance broker organization code?3
Insurance broker nameBOLLINGER INC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number225492
Policy instance 1
Insurance contract or identification number225492
Number of Individuals Covered184
Insurance policy start date2014-06-15
Insurance policy end date2015-06-14
Total amount of commissions paid to insurance brokerUSD $83
Total amount of fees paid to insurance companyUSD $10
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $829
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83
Insurance broker organization code?3
Amount paid for insurance broker fees10
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number225492
Policy instance 1
Insurance contract or identification number225492
Number of Individuals Covered89
Insurance policy start date2013-06-01
Insurance policy end date2014-06-14
Total amount of commissions paid to insurance brokerUSD $137
Total amount of fees paid to insurance companyUSD $17
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,364
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $137
Insurance broker organization code?3
Amount paid for insurance broker fees17
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.

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